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Event List
The Event List shows the events that are accessible from your account. Note: excludes templates.
- The list excludes events marked as templates.
- You can access templates from the Templates page.
- You can view the events as a List or in a Calendar. Your preference persists when you return to the page.
Access routes to the Event List
You see the Event List when you select EVENTS from the menu at the top left of any page on Certain Platform. It is the same as the first page you see when you log in to Certain. See all access routes:
- EVENTS
- Logging in to your Certain account.
- Selecting (Account Name) at the beginning of the account breadcrumb trail at the top of any page.
- Selecting (Sub-Account).
Sub-accounts in the Event List
If your account has any sub-accounts, the Event List shows events listed by sub-account. Note: Multiple levels of sub-accounts?
If your account has multiple levels of sub-accounts, only those in the next level down are shown. Navigate down to a sub-account to see events in its sub-accounts.
To work on an event, click that row in the list to go to the Event Dashboard for that event. Note: Event in a sub-account?
If that event is in a sub-account, you work in that sub-account. If you return to the Event List, the Event List lists only the events in that sub-account (and any sub-accounts below it).
Add a New Event
- Add a New Event opens a New Event modal window with these two options:
- Go to Template Browser goes to the Event Templates page.
You create an event based on a template event.
- Don't Use a Template - Start From Scratch goes to the Add Event page.
You enter all the initial details.
Export
- Export List exports the list to an Excel or CSV file.
Recent Items
- Recent Items is a panel on the right.
The panel lists shortcuts to the items you have accessed most recently.
The items include individual events, registrations, forms, etc.
Filters
You can limit the list of events displayed using various filters. Your filter choices are remembered when you return to the Event List.
Click the Magnifying Glass button to apply filters you have changed.
Status
- Status lets you select All, or one or more individual statuses.
The statuses include Testing, Live, Cancelled, etc.
Start/End Periods (unlabeled)
- Start/End Periods (unlabeled) lets you select one or more of these options:
- All Events
- Ongoing Events
- Upcoming Events
- Starts in next __ Days (30, 60, 90, 180, 365)
- Ended in last __ Days (30, 60, 90)
More filters
- More lets you select further filters:
- Event Owner
- Time Zone
- Tags
- Custom Event Fields
- Standard Event fields
Search
- Search lets you enter text in the empty field with the prompt text "Name, Code, Location or External ID".
- The search restricts the list to events that contain the entered string of characters in the following fields:
- Event Title
- Event Code
- External Event ID
- Event Location (City, State or Country)
Example: Searching for "Conference" or even "onf" returns events such as "Sales Conference 2020".
> Note: The filters are all applied. > Technically, the filters work like logical 'AND' clauses. > For example, if the Status filter is Testing and you search on "Conference", the search does not return a "Sales Conference" event that was Live.
Event List
Events appear in the Event List with default columns. The Event List also supports adding more columns.
Default columns
Default Columns include a few default columns. The default columns include Event Title and Start Date.
More columns
- Click the vertical ellipsis in a column heading to list the data fields you can select as extra columns.
- Clear a selected column to exclude it.
Extra columns include:
- Capacity
- Registered
- Status
- Availability
- External Event Id
- Date Created
- Date Modified
- Event Notes
- Event Owner
- Event Timezone
- End Date
Sorting
Click a column heading to sort by the values in that column.
Actions in the list
- Copying events: Click in the last column to copy the event.
This action takes you to the first page of the Copy Event Wizard.
There you can search for previous events to copy.
There you can also choose to copy down into a child account.
- Preview form: Click in the first column to preview an event's primary form.
The preview helps confirm the event you are looking for.
Columns
- Event Title — The name given to the event in Event Setup.
- Start Date — The date the physical event begins on site.
The date is configured in Plan > Event Setup > Details.
- Location — Where the event will be held.
The location is configured in Event Setup > Location.
- Event Code — The unique code given to the event in Event Setup.
- Complete — The number of attendees who registered and progressed completely through the registration form.
The process includes the confirmation page.
More information about Registrations is available on the Event Dashboard shown when you click an event's name.
Other Event Lists (FYI)
Users of two particular User Types do not see this event list. Instead, the users see more limited versions tailored to their roles.
- A Reviewer sees an event list of the events to which they have been assigned as a reviewer.
This list is used when the Qualification and Approvals module is in use.
- A Reports Only user sees an event list with the reports available to their assigned role in each event.